> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/returns.md).

# Returns

Start a full or partial return from a project, and see every returned line in one list.

When a client sends goods back, you need to track collecting them, checking them, and crediting the client, without changing the original project. In OrderEazi, a return is a new project on your returns workflow, linked to the project it came from. The **Returns** list shows every line that has been returned.

### Before you start

You'll need the **Return Project** permission, in the **Projects** permission group. If you don't have it, ask your OrderEazi administrator to add it to your role.

Your administrator must also choose a **Returns Workflow**, under **Project Lines** in [System Settings](/central/order-management/settings/organization-setup/system-settings.md), or in the [Workflow Manager](/central/order-management/settings/workflow-manager.md). Until then, starting a return shows "Please assign a return workflow in organization settings."

### How to start a return

1. In the main menu, go to [My Workspace](/central/order-management/my-workspace.md).
2. Open the menu on the project's row.
3. Select **Project Actions**, then **Return this Project**.
4. Under **Return Type**, choose **Full Return** to return every product line, or **Partial Return** to choose lines.
5. For a partial return, tick each line being returned and enter its **Return Quantity**.
6. Select **Confirm**.

You see "The Return progress has been successfully started." and the new return project opens in a new tab. If your browser blocks pop-ups, open it from the **Returns** list instead.

### What the return project holds

* **Client and details:** The return copies the original project's client, contact, addresses, sales rep, and delivery details.
* **Lines:** The returned product lines are copied, with their quantities and prices. Expense, courier, and shipment lines aren't included.
* **Links:** Each return line shows which project it came from, and the original project's lines show which return they went to.

The return gets its own project number and starts on your returns workflow. A return can't itself be returned or duplicated.

**Example:** A client bought 10 chairs and 2 desks on PRO004300, and sends 3 chairs back. You choose **Partial Return**, tick the chairs, and enter 3. OrderEazi creates PRO004330 on your returns workflow, with 3 chairs. Later the client returns 2 more chairs. The dialog says the project is part of another return, and lets you return up to the 7 chairs and 2 desks that are left.

### Returning the rest of a project

If part of a project has already been returned, the dialog shows "Items in this order are part of another returns process. Remaining items are available below." with a link to each return. Only **Partial Return** is offered, and **Available to Return** shows what's left on each line. Cancelling a return makes its quantities available again.

When everything has been returned, you see "No other lines to refund."

### Credit notes and stock

Starting a return doesn't credit the client or change your stock. To credit the client, create a Credit Note from the original project's Tax Invoice. If **Increase Stock On Credit Note** is turned on under **Inventory** in [System Settings](/central/order-management/settings/organization-setup/system-settings.md), the Credit Note also puts the goods back into stock.

### The Returns list

In the main menu, go to **Returns**. Each row is one returned line, newest first, with its **Product Code**, **Date**, **Description**, **Client**, **Project**, and **Quantity**. Hover over the client to see their details, and select the project to open the return.

### Related pages

* [My Workspace](/central/order-management/my-workspace.md): where you start a return
* [Workflow Manager](/central/order-management/settings/workflow-manager.md): build and choose your returns workflow
* [Returns workflows](/central/order-management/settings/workflow-manager/returns-workflows.md): how returned projects move through their workflow
* [Credit notes](/central/order-management/documents/credits-returns-and-voids/credit-notes.md): credit your client for what they return